Founded in 1996, Trident Financial Group, LLC is an independent financial services firm specializing in the design, implementation, and administration of executive benefit programs and wealth transfer plans. As a member firm of M Financial Group, a national network of independent financial services firms, Trident leverages collective buying power and proprietary products to serve successful entrepreneurs, professionals, and their families. Their core focus is on utilizing life insurance and other financial instruments for estate planning, business succession, and wealth preservation.

Founded in

Australia